Nextiva + GoHighLevel Integration
Integrate GoHighLevel with Nextiva so your AI assistants can schedule appointments, access contact details, and update your sales pipeline.
Overview
Connect GoHighLevel with the NEXT Platform so teams can manage appointments alongside customer communications. The integration supports creating, modifying, and canceling appointments, while screen pop helps surface relevant customer information when a call comes in.
Features
- Create appointments: Schedule new GoHighLevel appointments.
- Modify appointments: Update existing appointments when plans change.
- Cancel appointments: Cancel appointments that are no longer needed.
- Screen pop: Surface relevant customer information when a call comes in.
Requirements
- Active NEXT account
- Active GoHighLevel account
FAQs
Can I update an existing GoHighLevel appointment?
Yes. You can modify appointment details directly from NEXT.
Can appointments be canceled through NEXT?
Yes. You can cancel GoHighLevel appointments directly from NEXT.
Can agents see customer information when a call comes in?
Yes. Screen pop can surface relevant customer information when an incoming call is matched to a record.
Overview
The GoHighLevel integration gives XBert AI Employees direct access to GoHighLevel appointment scheduling and contact management workflows. AI Employees can book appointments, check availability, reschedule meetings, cancel commitments, and retrieve customer contact details in real time.
Enhance scheduling and customer engagement with AI-powered workflow automation:
- Appointment Booking: Automatically schedule meetings and follow-up appointments based on real-time availability.
- Availability Management: AI Employees check real availability in GHT before scheduling, so you never end up with two people booked at the same time.
- Contact Intelligence: Access GoHighLevel customer profiles directly within XBert for immediate customer context.
Requirements
- Active XBert AI account or XBert AI add-on
- Active GoHighLevel account
FAQs
Can XBert AI Employees manage GoHighLevel appointments automatically?
Yes. XBert AI Employees can create, retrieve, update, and cancel GoHighLevel appointments automatically on behalf of users.
Does the integration support real-time availability checking?
Yes. The integration allows XBert AI Employees to query live GoHighLevel calendar availability and surface open appointment slots instantly.
What customer information can users access inside XBert?
Users can search and retrieve GoHighLevel contact records by name, email, or phone number directly within XBert.
How does this integration improve operational efficiency?
By automating scheduling, availability checks, and contact lookups, the integration reduces manual work, eliminates context switching, and helps teams respond faster during customer interactions.
